Atlanta, GA Peachtree St NE Office
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Independent Advisor Alliance, LLC
Enterprise
Firm-wide stats for Independent Advisor Alliance, LLC
About
Independent Advisor Alliance (IAA) works with a broad mix of clients — individuals (including high‑net‑worth), small businesses, pooled vehicles, charitable organizations, and retirement plans — offering asset management on both wrap and non‑wrap bases, financial planning, wealth coaching, and retirement plan consulting (including ERISA 3(21) and 3(38) services). The firm also acts as a solicitor and refers clients to third‑party managers and turnkey platforms when appropriate.
IAA’s advisory representatives provide both discretionary and non‑discretionary portfolio management and may implement strategies using model portfolios, sub‑advisors, and a range of analytical techniques (fundamental, quantitative, technical, and modern portfolio theory). The firm leverages technology platforms (for example, a third‑party held‑away account platform and an estate‑planning platform) to aggregate assets, rebalance held‑away accounts, and deliver digital estate‑planning workflows alongside traditional planning and coaching.
Compared with many large peers, IAA combines a network model of several hundred advisory representatives operating under independent DBA names with uncommon industry ties: many IAA representatives are dually registered to perform brokerage services through LPL Financial (IAA is partly owned by LPL), and the firm offers access to a third‑party estate‑planning platform that can connect clients to local T&E attorneys. IAA is not structured as an affiliation of multiple independent registered investment advisers, instead relying on supervised IARs, sub‑advisors, and third‑party managers to deliver client services — a governance and referral model that investors should note.
Based on Independent Advisor Alliance, LLC
Expertise
Based on Independent Advisor Alliance, LLC
Location
1735 Peachtree St NE, Unit 418
Atlanta GA 30309
Advisors at this office
3
Advisors at this office
Montague B
CFP®, Series 63, Series 65
Atlanta, GA
Independent Advisor Alliance, LLC
Montague Boyd III is a CFP® professional with 48 years of industry experience, currently serving at Independent Advisor Alliance, LLC since 2021. His previous roles include positions at Stephens Inc and LPL Financial, LLC. He is also a member of the investment committee for A.G. Rhodes Community Wellness Care in Atlanta, GA. Independent Advisor Alliance works with a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.
Jana B
Series 63, Series 66
Atlanta, GA
Independent Advisor Alliance, LLC
Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.
Emily B
Series 65
Atlanta, GA
Independent Advisor Alliance, LLC
Emily Boyd is a Series 65-licensed advisor with Independent Advisor Alliance, LLC, based in Atlanta, GA. She has two years of industry experience and previously worked at Warner Media and Turner Broadcasting, Inc. Outside of her advisory role, she serves as Director of The 680 Group, an RIA business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement consulting. The firm employs a network model with hundreds of advisors and integrates various investment strategies and technology platforms in its client services.
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